LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.3M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M

Top Sells

1
+$19.8M
2
+$13.6M
3
+$10.5M
4
PYPL icon
PayPal
PYPL
+$10M
5
MSFT icon
Microsoft
MSFT
+$9.55M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$83.5K ﹤0.01%
200
352
$83.2K ﹤0.01%
230
-165
353
$82.3K ﹤0.01%
300
354
$81.1K ﹤0.01%
1,233
355
$80.6K ﹤0.01%
1,595
356
$77.3K ﹤0.01%
950
357
$75.8K ﹤0.01%
648
358
$75.6K ﹤0.01%
3,045
+5
359
$74.9K ﹤0.01%
500
360
$73.8K ﹤0.01%
1,931
361
$73.3K ﹤0.01%
400
362
$72.8K ﹤0.01%
2,475
-7,450
363
$72.5K ﹤0.01%
2,500
364
$70.6K ﹤0.01%
150
-961
365
$70.1K ﹤0.01%
+1,646
366
$69.6K ﹤0.01%
1,217
+117
367
$69.4K ﹤0.01%
656
368
$67.3K ﹤0.01%
1,500
369
$66.9K ﹤0.01%
600
370
$66.6K ﹤0.01%
2,127
371
$66.1K ﹤0.01%
+1,277
372
$65.3K ﹤0.01%
322
+1
373
$64.5K ﹤0.01%
+1,271
374
$63.7K ﹤0.01%
2,253
375
$62.5K ﹤0.01%
7,111
+440
13 14
15
16 17